Tag Archive for: services

Project Budgeting Template Example

Project Budgeting Template for Acumatica

What is a Project Budgeting Template? A Project Budgeting Template is a planning tool utilized by project-based businesses that allows project managers and budgeting executives to estimate revenue, expenses, and profitability on a per-project…
Project Budgeting Template Example

Project Budgeting Template for Sage Intacct

What is a Project Budgeting Template? A Project Budgeting Template is a comprehensive tool that project-based businesses use for planning. It allows project managers and budgeting executives to estimate project revenues, expenses, and profitability.…
Project Budgeting Template Example

Project Budgeting Template for Dynamics 365 Business Central

What is a Project Budgeting Template? A Project Budgeting Template is a comprehensive planning tool used by project-based businesses. It enables project managers and budgeting executives to estimate revenues, expenses, and profitability…
Example of a Weekly Project Status Report for Professional Services Organizations

Weekly Project Status Report for Professional Services Organizations

What is a Weekly Project Status Report? Weekly Project Status Reports are considered status tracking tools and are used by Project Managers (PMs) and Consulting Managers to display a quick status on each active project to give leaders internal…
Example of a Weekly Consulting Billing and Utilization Report for Professional Services Companies

Weekly Consulting Billing and Utilization Report for Professional Services Companies

What is  Weekly Consulting Billing and Utilization Report? Consulting Utilization and Billing Reports are considered performance analysis tools and are used by Consulting Managers and Executives to analyze weekly, monthly and year-to-date…
Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

Monthly Billing Trends by Consultant Report for Professional Services Companies

What is  Monthly Billing Trends by Consultant Report? Monthly Billing Trend Reports are considered revenue and performance analysis tools and are used by Consulting Managers and Executives to look at multi-year billing trends, seasonality…
Example of a Time and Expense Summary Report by Client for Professional Services Companies

Time and Expense Summary Report by Client for Professional Services Companies

What is a Time and Expense Summary Report? Time and Expense Summary Reports are considered operational analysis tools and are used by Project Managers (PMs) and Consulting Managers to get clear insight to both hours and client billing amount…
Example of a Project Hours by Consultant Report for Professional Service Companies

Project Hours by Consultant Report for Professional Service Companies

What is a Project Hours by Consultant Report? Project Hours Reports are considered operational analysis tools and are used by Consulting Managers to get a detailed picture of hours delivered by week by consultant and project. Some of the…
Example of a Forecast by Client and Consultant for Professional Services Companies

Forecast by Client and Consultant for Professional Services Companies

What is a Forecast by Client and Consultant? Consultant Forecasting and Budgeting Models are considered revenue estimate- and resource planning tools and are used by Budgeting Managers and project leaders to enter forecasted hours by client…
Example of a Client Project Estimate Template for Professional Services Companies

Client Project Estimate Template for Professional Services Companies

What is  Client Project Estimate Template for Professional Services Companies? Client Estimate Models are considered project and resource planning tools and are used by project leaders and consultants to enter all key metrics related to…
Example of a Consultant Dashboard for Professional Services Companies

Consultant Dashboard for Professional Services Companies

What is  Consultant Dashboard? Individual Consultant Dashboards are considered personnel performance tools and are used by project leaders and consultants to enable easy monitoring of important metrics related to a consultant's services…
Example of a Project Manager Dashboard for Professional Services Companies

Project Manager Dashboard for Professional Services Companies

What is  Project Manager Dashboard? Project Manager Dashboards are considered key performance indicator (KPI) analysis tools and are used by project leaders and executives to enable easy monitoring of important trends and variances related…
Example of a Project Status Dashboard for Professional Services Organizations

Project Status Dashboard for Professional Services Organizations

What is  Project Status Dashboard? Project Status Dashboards are considered monitoring tools and are used by project leaders and executives to track how well the delivery teams are doing with active projects. Some of the main functionality…
Example of a Project Revenue and Expense Dashboard for a Professional Services Company

Project Revenue and Expense Dashboard for a Professional Services Company

What is  Project Revenue and Expense Dashboard? Project Dashboards are considered operational analysis tools and are used by project leaders and executives to monitor billing trends and expenses. Some of the main functionality in this type…
Example of a Revenue Estimate Dashboard for Professional Services Companies

Revenue Estimate Dashboard for Professional Services Companies

What is a Revenue Estimate Dashboard for Professional Services Companies? Revenue Estimate Dashboards are considered planning tools and are used by project leaders and executives to analyze expected revenues from clients and projects. Some…
Example of an Executive Dashboard for Professional Services Companies

Executive Dashboard for Professional Services Companies

What is an Executive Dashboard for Professional Services Companies? Executive Dashboards are considered monitoring tools and are used by senior leaders as a self-service, real-time solution to review revenue and expense trends as well as…
Example of a Customer Billing Dashboard for Professional Services Companies

Customer Billing Dashboard for Professional Services Companies

What is a Customer Billing Dashboard? Customer Billing Dashboards are considered client analysis tools and are used by executives and project managers to review revenues and hours by client and location. Some of the main functionality in…
Example of a Project Dashboard for a Professional Services Company

Project Dashboard for a Professional Services Company

What is a Project Dashboard for a Professional Services Company? Project Dashboards are considered operational monitoring tools and are used by executives and project managers to analyze consulting resources and project performance. Some…
Example of a Billing KPI Dashboard for a Professional Services Company

Billing KPI Dashboard for a Professional Services Company

What is a Billing KPI Dashboard? KPI Dashboards with billing metrics are considered operational analysis tools and are used by executives and project managers to monitor billing revenue and utilization metrics. Some of the main functionality…
Example of a Revenue and Expense Dashboard for a Professional Services Company

Revenue and Expense Dashboard for a Professional Services Company

What is a Revenue and Expense Dashboard? Revenue and Expense Dashboards are considered financial analysis tools and are used by Executives and CFOs to analyze trends and budget variances. Some of the main functionality in this type of dashboard…
Project Budgeting Template Example

Project Budgeting Template

What is a Project Budgeting Template? Project Budgeting input templates are considered detailed planning tools for project-based businesses and are used by project managers and budgeting executives to plan estimated revenues, expenses and…